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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,046 | $178,174-93.8% | $156,181-92.9% | $137,256-92.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 40.13% | 84.19%-44.1pp | 64.87%-24.7pp | 220.34%-180.2pp |
| Employer contribution / active EE | $3,788 | $4,972-23.8% | $4,294-11.8% | $4,156-8.8% |
| Participant deferral / active EE | $5,135 | $6,888-25.5% | $6,132-16.3% | $6,407-19.9% |
| Admin fee / account holder | $814 | $17,404-95.3% | $14,586-94.4% | $12,270-93.4% |